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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,693 | $58,726-40.9% | $142,898-75.7% | $85,847-59.6% |
| Participation rate | 21.3% | 58.5%-37.1pp | 72.0%-50.6pp | 69.3%-48.0pp |
| Annual return | 13.82% | 27.73%-13.9pp | 5639.64%-5625.8pp | 318.61%-304.8pp |
| Employer contribution / active EE | $462 | $1,424-67.6% | $4,146-88.9% | $2,565-82.0% |
| Participant deferral / active EE | $1,163 | $2,609-55.4% | $3,838-69.7% | $3,952-70.6% |
| Admin fee / account holder | $385 | $4,234-90.9% | $6,560-94.1% | $6,261-93.8% |